Make the weekly revenue view trustworthy
A dashboard cannot repair inconsistent lifecycle definitions, missing ownership, or stages that no longer describe how deals move. I fix those definitions before building the reporting layer.
What I build
- Shared metric and lifecycle definitions
- Stage hygiene and pipeline QA rules
- Channel, campaign, account, and opportunity reporting
- Practical attribution models
- Exception alerts and data-quality monitoring
- A weekly operating rhythm for review and action
What changes
Leadership can see where pipeline comes from, where it slows down, and which decisions need attention.
The reporting output
The final set of views stays small, maintained, and tied to decisions the team makes every week.